Automate your commercial finance brokerage's documents

Speed, compliance and professionalism are key. So, why let simple paperwork let you down?

It’s time to reclaim control of your contracts.

Create your agreements
in seconds

Intelligent forms are created from your existing templates. You can even pull data from your CRM and Companies House.

Send to client with
a single click

Just click eSign and you can move onto the next task. No converting to PDF, uploading, emailing, printing or selecting where signatures go.

Your customers eSign
with ease

Quick and simple, works on any device. The eSigned document is filed instantly.

Product tour

Designed for finance brokers, loved by your clients.

Begin interactive product tour ➜ Begin interactive product tour ➜

Your templates, completely customisable and fully branded

Upload your Terms of Business, Privacy Notices, and GDPR templates to generate documents from them in seconds. No need for Word, PDF or email. Just answer simple questions, pull data directly from Companies House and your professional documents are ready to go.

  • Bespoke automated documents

    Impress your clients with bespoke professional, fully branded contracts delivered to them in minutes.

  • Template version control

    The latest template version will always be used. Minimising legal, compliance and reputational risks of using an out-of-date version.

  • Companies House integration

    Populate company names, registration numbers and registered addresses straight into your templates, directly from the Companies House register.

Professionally delivered to your clients in seconds

You are providing a necessary service to your clients. They need finance and they want an expert to support them during this time. Ensuring every step of the process is professional is key, which includes each document you send them.

  • Branded emails and eSign pages

    Professionally deliver documents with complete brand consistency at every touchpoint; emails, eSigning pages and eSigned complete pages.

  • Intuitive eSigning

    Printing, signing, scanning and emailing back? No. Bring a smile to your clients’ faces with simple and seamless eSigning. You’ll find more businesses sign your documents too.

  • eSigning Certificates

    Appended to every eSigned document is an eSigning Certificate, giving you peace of mind that it has been signed legally.

Instantly filed and readily accessible

Storing and filing documents can be a real chore, everything from naming the file to putting it in the right folder. That’s why we are here to automate each step, with documents stored in the cloud and accessible in seconds.

  • Filed and stored in the cloud

    Documents are instantly filed in the cloud, aligned with a template and can be located in seconds.

  • Automated file names

    No more manual editing of file names, let Doc2 automate them based on your own set naming conventions.

  • Structured data

    Data relating to your Terms of Business and other contractual documents can be downloaded as a CSV file and analysed.

Andy Munson
Andy Munson
Managing Director, Yorvik Business Finance
Yorvik Business Finance

To do a Terms of Business previously took 10 minutes, now they’re done in 30 seconds. Thinking about the volume of clients we have, Doc2 makes a massive saving on a weekly basis.

Read our story

See how Doc2 trumps standard eSigning

Professional commercial finance brokerage documents created, sent and eSigned in seconds.

Use the templates you already have or ones provided by your association – you can be up and running in no time.

Terms of Business

Terms of Business agreements are key for every client. Ensuring they are accurate, professional and simple for your clients to sign will build a strong relationship from the offset.

Privacy and GDPR documents

For compliance purposes, you are required to get privacy and GDPR consent. Handle these with ease, just click send.

Non-Disclosure Agreements

Do not wait hours to get an NDA over to your potential client. Send them your bespoke NDA straight after a call. They will appreciate your proactivity.

Concierge onboarding
Our experts will set up your templates for you

Your time is precious, so our expert team will set up your templates for you! Your trial doesn't start until your template has been set up.

Upload your template now ➜
Yorvik Business Finance Logo
JW Private finance
Josh Harris
Josh Harris
Co-founder & CEO, Doc2

Making Terms of Business should have been easy

I started my career at a Big 4 firm, where I qualified with the Institute of Chartered Accountants of Scotland (ICAS).

Frustrated with creating Terms of Business’ manually, I thought there had to be a better way to create repetitive documents. A way that ensured that the latest template was always used, a way that pulled in the data from Companies House, a way that made it easy for our clients to sign and a way that wasn’t boring, complex or prone to human error.

That’s why we created Doc2. To allow finance professionals all over the UK to create, send and eSign their Terms of Business’ and other template-driven documentation in seconds.

What are you waiting for?

No credit card required.

Try for free

Features designed to make every document delight your clients

Companies House integration

Lookup company data directly from Companies House. Pull company names, addresses and registration numbers into your contracts with a click.

Minimise copying and pasting, reduce human error and empower your employees to create contracts with ease.

Template version control

Ensure your teams are always using the latest template version with simple version control. No more saving of templates on desktops.

Minimising legal, compliance and reputational risks associated with using out of date templates.

Effortless eSigning for your clients

Send your documents to be eSigned with a click. Clients follow the unique link and simply type their name to eSign.

No downloading, printing or scanning. The eSigned document is then emailed to all parties with a signing certificate attached.

Download 7 Microsoft Word automation tips for free

The 9-page "cheat sheet" is filled with great tips to help you automate your Engagement Letters today.

Download now Or watch the full Doc2 demo